Founders Financial Alliance, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1832190 RALEIGH, NC

Position in ROK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$535,676

+$148,086 QoQ

Shares Held

1,082

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#897

of 1,527 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Founders Financial Alliance, LLC holds $5,486,748 across 7 Specialty Industrial Machinery names. ROK ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	4,844	$2,064,125
2	GEV	GE Vernova Inc.	1,299	$1,526,143
3	EMR	Emerson Electric Co	4,185	$599,082
4	ROK	Rockwell Automation, Inc This page	1,082	$535,676
5	AOS	Smith A O Corp	5,173	$324,450
6	ITW	Illinois Tool Works Inc	823	$222,596
7	CMI	Cummins Inc	301	$214,676

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,676	1,082	+0.2%	Shares	Sole	2026-08-04
2026-03-31	$387,590	1,080	+4.0%	Shares	Sole	2026-05-11
2025-12-31	$403,854	1,038	-23.3%	Shares	Sole	2026-02-12
2025-09-30	$473,263	1,354	+67.2%	Shares	Sole	2025-11-07
2025-06-30	$269,057	810	+12.5%	Shares	Sole	2025-08-12
2024-12-31	$205,768	720	+0.8%	Shares	Sole	2025-02-07
2024-03-31	$208,009	714	-0.8%	Shares	Sole	2024-05-14
2023-12-31	$223,545	720	0.0%	Shares	Sole	2024-02-09
2023-09-30	$205,826	720	-7.9%	Shares	Sole	2023-11-13
2023-06-30	$257,629	782	+2.4%	Shares	Sole	2023-08-11
2023-03-31	$224,195	764	+976.1%	Shares	Sole	2023-05-15
2020-09-30	$15,666	71	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.